Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$221K Buy
2024
Q4
Sell
2024
Q3
$396K Hold
2024
Q2
$422K Hold
2024
Q1
$358K Hold
2023
Q4
$298K Hold
2023
Q3
$235K Hold
2023
Q2
$248K Hold
2023
Q1
$204K Buy